See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,187 | $54,762-1.1% | $90,281-40.0% | $72,985-25.8% |
| Participation rate | 9.3% | 65.1%-55.8pp | 73.3%-64.0pp | 69.5%-60.2pp |
| Annual return | 27.21% | 30.63%-3.4pp | 78.10%-50.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $141 | $2,092-93.3% | $2,854-95.1% | $2,440-94.2% |
| Participant deferral / active EE | $896 | $2,887-69.0% | $3,885-76.9% | $3,607-75.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |